Mcmillan Shakespeare recently popped when Eagers Automotive (APE) revealed a 5.7% stake. Nothing else. No negotiations, notbid, just a substantial shareholders notice. Brokers think there is some logic in the two companies moving forward together commercially, but there's nothing beyond their investment so far. The other interest in MMS and other novated leasing companies at…
S32 is one of the most requested STOCK TAKES this week. Here it is. It hasn’t been performing well, in line with the Aluminium price, its major commodity correlation. Unlikely to dazzle you with growth, but a solid stock to leave in an income portfolio and not a bad time to buy it. Recent guidance…
To find past STOCK TAKES please type “STOCK TAKE -” in the Newsletter Search function at the top of the newsletter and they should all appear. We have a new website appearing and will find a section of the newsletter to put them all for you. AFTER THE CURRENCY WARNING CSL is an Australian “Dun…
